At present, many car companies have announced their January sales data, among them, BYD is no longer the first, and the ideal is no longer the first place in the list of new car-making forces, these two "not the first" is still very surprising. Judging from the sales data, compared with December 2023, the sales of many car companies have declined sharply, which is in line with market rules. Of course, there are also car companies that have seen a significant increase in sales. Let's look at the overall list first, and then look at the new power list.
There are three companies with monthly sales exceeding 200,000 units - Geely, BYD and Chery, Geely with the highest sales volume of 213487 units, BYD in second place with 201493 units in sales, and Chery in third place with 200992 units in sales. Except for the three of them and the car companies that have not released sales data, none of the remaining sales can exceed 100,000 units, Dongfeng Nissan is 780,000 units, GAC Toyota is 720,000 units, Wuling New Energy is 410,000 units, Hongqi is 40,000 units. After that, it will mainly be a new force in car manufacturing, so let's leave it to later.
Geely Automobile's sales in January increased by 110% year-on-year, and the reason why it was able to achieve substantial growth is mainly due to the significant increase in sales of brands or series such as Galaxy, Geometry, and Lynk & Co, and a 110% increase in the traditional off-season, allowing Geely's total sales to surpass BYD in one fell swoop. Compared with BYD, all of which are new energy vehicles, Geely Automobile's sales growth point also comes from fuel vehicles, such as Emgrand series, Xingrui L, Boyue L, Xingyue L and other models are very popular in the market, making a great contribution to the sales increase of Geely Automobile.
Although BYD lost its "sales crown", its sales still got 33The year-on-year growth of 9%, although the growth rate is not as high as Geely, but its volume is larger, and Geely's sales are not very different. For BYD, 2024 is its "big year for products", with new models such as Yuan UP, Hiace 07, Qin L, Equation Leopard Leopard 8, Yangwang U7 and Yangwang U9 going on the market. I believe that BYD will make efforts in the later stage, although the competition has intensified, but the market prospects are still optimistic.
In addition, BYD has also accelerated the research and development of intelligent driving systems, and urban NOA and high-speed NOA have been the first to be installed on the Denza N7, and the intelligent driving system may be a new market growth point for BYD in the future.
Chery Automobile's sales in January can exceed 200,000 units, mainly in two aspects, one is "going overseas", of the 200,000 units sold, nearly 100,000 units are export sales, in Russia, Brazil, Saudi Arabia, Chery Automobile is very popular, a total of 93 exports in 202370,000 vehicles, and it will be a sure thing that exports will exceed 1 million units this year. Second, in terms of new energy vehicles, in fact, Chery's new energy sales are very average, but its sub-brand has been greatly improved, such as the Star Era ES launched by Xingtu Automobile is very popular, and Chery ICAR will also be new this year.
Let's take a look at the list of new forces. Ideal car "lost the championship", replaced by AITO Wenjie, with the outstanding performance of Wenjie M7 and Wenjie M9, AITO Wenjie sold 32973 cars in January, in fact, Wenjie M7 is the ideal L8, and the target of Wenjie M9 is the ideal L9, this time the sales volume is surpassed, quite a "tiger's mouth tooth extraction" trend.
Li Auto's January deliveries were 31,165 units, a significant decline from the more than 50,000 units delivered in December 2023. Therefore, the goal set by Li Xiang, the ideal CEO, to double sales in 2024 is under a lot of pressure.
For the world, the biggest problem now is how to improve production capacity, M7 has accumulated a large number of orders, these potential users will inevitably have negative emotions after waiting for a long time, although the world has measures to appease the emotions of users, such as providing 200 yuan for 1 day overdue, up to 10,000 yuan in compensation, but no matter how to appease it, it is not as good as delivering the car as soon as possible, after all, it is almost the New Year, many users are still waiting to pick up the car for the New Year.
The delivery volume of the ideal car has declined sharply, not because there is a problem with its products, but because a large number of users have been diverted by AITO, because the positioning of the world and the ideal is highly similar, for example, they both provide extended-range models, both of which focus on 5 6 seats, and all provide medium and large SUVs and large SUVs.
Of course, the decline in sales of many car companies is mainly due to the market environment, and January itself is the off-season for sales, and I believe that their sales will improve in the future.